Filed July 19, 2023
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $1,480,915 |
ROMEO WIGGINS & COMPANY, LLP4 years Service code 10 110 IOWA LANE STE 101 · CARY, NC 27511 | Accounting | $15,910 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $4,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,194 | $140,769-55.1% | $156,263-59.6% | $140,769-55.1% |
| Participation rate | 86.7% | 74.2%+12.6pp | 78.9%+7.8pp | 74.2%+12.6pp |
| Annual return | 17.89% | 16.82%+1.1pp | 59.47%-41.6pp | 16.82%+1.1pp |
| Employer contribution / active EE | $1,208 | $3,906-69.1% | $4,333-72.1% | $3,906-69.1% |
| Participant deferral / active EE | $3,701 | $6,717-44.9% | $6,158-39.9% | $6,717-44.9% |
| Admin fee / account holder | $48 | $229-79.1% | $14,255-99.7% | $229-79.1% |